Global Retirement Partners, LLC FINT — ADVISORS INNER CIRCLE FD II

Ownership history in Global Retirement Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported ADVISORS INNER CIRCLE FD II (FINT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows FINT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FINT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in ADVISORS INNER CIRCLE FD II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FINT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FINT stock page Global Retirement Partners, LLC fund profile Global Retirement Partners, LLC full holdings
How Global Retirement Partners, LLC held FINT — position size vs. price
% of Fund (quarterly)    FINT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 954 +106 +12.5% 0.00% $34K 2026-08-06 $36.44
2025 Q4 ADDED — — — 848 +1 +0.1% 0.00% $27K 2026-02-06 $33.82
2025 Q3 ADDED — — — 847 +9 +1.1% 0.00% $26K 2025-10-21 $30.23
2025 Q2 ADDED — — — 838 +109 +15.0% 0.00% $24K 2025-08-12 $28.90
2024 Q4 INITIATED — — — 729 — — 0.00% $18K 2025-01-31 $24.85

🏢 Other funds also holding FINT

As of 2026 Q2 — sorted by position size

Frontier Asset Management, LLC 3Y 3.44% Urban Wealth Management, LLC 0.46% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.04% Arete Wealth Advisors, LLC 3Y 7Y 0.02% Strategic Blueprint, LLC 3Y 7Y 0.02% GTS SECURITIES LLC 3Y 0.01% CoreCap Advisors, LLC 3Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.01% Envestnet Portfolio Solutions, Inc. 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0%

FAQ About Global Retirement Partners, LLC and FINT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning FINT?

Global Retirement Partners, LLC reported FINT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FINT position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for FINT was 0.00% in 2025 Q2.

What is the latest reported FINT position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 954 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this FINT ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly FINT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Retirement Partners, LLC time their FINT position?

Based on 13F filing dates vs. subsequent FINT price moves, Global Retirement Partners, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on FINT relative to SPY over the holding period was +949.2%.

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